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Axim Planning & Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Axim Planning & Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Buy
8,476
+1,592
+23% +$52.8K 0.4% 62
2026
Q1 		$201K Buy
+6,884
New +$214K 0.24% 79

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Axim Planning & Wealth's SCHG Position: Q2 2026 in Review

Axim Planning & Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 23% in Q2 2026, buying an estimated $52.8K and bringing the position to 8,476 shares worth $287K. The position accounts for 0.4% of the portfolio, ranked #62.

Axim Planning & Wealth first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Axim Planning & Wealth held 8,476 shares of Schwab US Large-Cap Growth ETF worth $287K as of Q2 2026.
  • Axim Planning & Wealth bought 1,592 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $52.8K.
  • Schwab US Large-Cap Growth ETF made up 0.4% of Axim Planning & Wealth's portfolio in Q2 2026, its #62 holding.
  • Axim Planning & Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.